Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

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Danielle Jolin

Client Operations Leader

Danielle is the Client Operations Leader at Atlas Private Wealth Management. She is responsible for assisting with the daily cash and position reconciliation of client portfolios, trading of client accounts, and downloading of client transactions. She is also responsible for assisting in maintenance associated with clients’ accounts, developing and maintaining relationships with custodians, and general reporting.

Prior to joining Atlas, Danielle worked in admissions at North Adams Regional Hospital in North Adams, MA.

She earned an associate’s degree in accounting from Hudson Valley Community College in Troy, NY.

In her free time, Danielle enjoys art, painting, hiking, playing golf, and spending time with her dog.

800-432-7447 ext. 139